RSVIX Mutual Fund

NAV$15.25

Fund Essentials

Net Assets
$32M
Expense Ratio
0.86%
Dividend Yield (Current)
1.02%
Holdings
73
Inception Date
Dec 3, 2014
Fund Family
RBC Global Asset Management (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

1 Year-2.60%
3 Year+8.03%
5 Year+10.25%
10 Year+6.75%

Asset Allocation

Stocks: 95.90%
Cash: 1.25%
Other: 2.86%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
1.02%
Frequency
Annually
Latest Distribution
$0.21
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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RSVIX Mutual Fund Overview

RSVIX Mutual Fund (RBC Small Cap Value Fund Class I) is managed by RBC Global Asset Management (US) with $32.4M in net assets. RSVIX expense ratio is 0.86%, holding 73 positions across various sectors. Inception date: 2014-12-03.

RSVIX performance shows data across multiple time periods. The 1-year return is -2.60% and the 5-year return is 10.25%. RSVIX dividend yield stands at 1.02%, paid annually.

RSVIX top holdings include a diversified portfolio. View all RSVIX holdings, sector breakdown, or dividend history.

RSVIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RSVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.